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Portfolio (Quarterly) Guide ↗

BANK OF MONTREAL /CAN/

· CIK 0000927971
13F Portfolio $303.7B AUM 14,271 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 424 New 1742 Added 1030 Reduced 326 Exited
Page 55 of 88  ·  1,742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 IDU ISHARES TR 13,175.0 $1.5M +2K +13.3% $114.61 -4.9%
1082 POWL POWELL INDS INC Industrials 5,257.0 $1.5M +4K +235.9% $286.36 -31.0%
1083 QRVO QORVO INC Technology 16,113.0 $1.5M +2K +16.1% $93.27 +2.5%
1084 QDF FLEXSHARES TR 16,647.0 $1.5M +7K +66.2% $89.92 +2.6%
1085 DFIC DIMENSIONAL ETF TRUST 39,995.0 $1.5M +13K +50.4% $37.26 +5.8%
1086 HECA ETF OPPORTUNITIES TRUST 54,409.0 $1.5M +19K +54.0% $27.30 +2.4%
1087 MTG MGIC INVT CORP WIS Financial Services 52,502.0 $1.5M +1K +2.2% $28.20 +9.6%
1088 IX ORIX CORP Financial Services 38,623.0 $1.5M +13K +48.5% $38.04 +1.2%
1089 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 79,091.0 $1.5M +8K +11.4% $18.57 -26.5%
1090 CNC CALL CENTENE CORP DEL Healthcare 22,800.0 $1.5M +15K +196.1% $64.19 +1.3%
1091 USHY ISHARES TR 39,384.0 $1.5M +5K +14.2% $37.02 -0.5%
1092 IEUR ISHARES TR 19,364.0 $1.5M +2K +8.5% $75.17 +4.3%
1093 ESML ISHARES TR 25,827.0 $1.4M +7K +38.5% $55.93 -0.2%
1094 CRCL CIRCLE INTERNET GROUP INC Financial Services 22,556.0 $1.4M +13K +139.3% $62.63 +40.5%
1095 FMS FRESENIUS MEDICAL CARE AG Healthcare 62,368.0 $1.4M +17K +37.9% $22.61 +3.6%
1096 WEN WENDYS CO Consumer Cyclical 169,897.0 $1.4M +13K +8.6% $8.29 +8.7%
1097 PTON PELOTON INTERACTIVE INC Consumer Cyclical 238,119.0 $1.4M +30K +14.6% $5.91 -8.5%
1098 GBX GREENBRIER COS INC Industrials 28,646.0 $1.4M +6K +26.0% $49.01 -6.0%
1099 TCOM TRIP COM GROUP LTD Consumer Cyclical 34,839.0 $1.4M +5K +17.1% $39.84 +15.7%
1100 GQGU ADVISORS INNER CIRCLE FD III 54,253.0 $1.4M +25K +87.3% $25.40 +2.6%
Page 55 of 88  ·  1,742 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 30.2%
Technology 24.3%
Energy 7.4%
Communication Services 7.3%
Consumer Cyclical 6.8%
Industrials 6.7%
Healthcare 5.2%
Basic Materials 4.7%
Utilities 3.2%
Consumer Defensive 3.2%